Years of experience: 9

Media & TelecommunicationsHealthTechStrategy and Product growthStartup FounderCorporate FinanceRisk Management

Trusted by top professionals

Trust Score

Exceptionally trusted; proven professional excellence.

90%
Joe's Career Path
Strategic AdvisorJan. 2025 -
Present
Peak Fractional Leadership & Advisory GroupStrategic Advisor
Managing Principal / CEOJan. 2023 -
Present
Unbridled AdvisoryManaging Principal / CEO
Louisville, Kentucky, United StatesAs the Managing Principal and CEO of Unbridled Advisory, I lead a team that specializes in delivering strategic financial services to businesses across industries like film/TV/media, consumer goods, food & beverage, and manufacturing. Our services include CFO support, capital raising, FP&A strategy, and M&A advisory, all tailored to drive growth, optimize operations, and maximize value for ou...
Director, Strategic Finance and FP&AJan. 2022 -
Jan. 2022
Embarc AdvisorsDirector, Strategic Finance and FP&A
Washington DC-Baltimore Area (Remote)• Oversaw the development and execution of the company's annual budget and long-range financial plans, ensuring alignment with strategic objectives and resource allocation priorities • Led the financial forecasting process, providing insights into future revenues, expenses, and cash flows to inform decision-making and risk management • Collaborated with cross-functional teams to establish key...

Joe's Posts

  • How I can help you

    I assist businesses in overcoming financial hurdles and seizing growth opportunities. My services include M&A guidance, FP&A, interim CFO roles, and risk management. I focus on streamlining operations, enhancing capital structures, and driving profitability for lasting success.

  • People I am looking for

    Ideal clients include mid-market firms, high-growth startups, and private equity-backed companies. I target industries such as real estate, tech, and healthcare. My focus is on strategic leadership, operational efficiency, and financial optimization to support growth and transitions.

  • Experience & Cases

    Achievements include leading a buy-side deal, restructuring a distressed manufacturer, and crafting a financial strategy for a tech startup. Previous clients: Krispy Kreme, JAB Holdings, Red Lion Hotels.

  • How to contact

No responses yet
0